Last Updated: October 14, 2025

At AZ Easy CPA, we take your privacy seriously. This Privacy Policy explains how we collect, use, protect, and share information when you visit our website or use our professional accounting services. As a Certified Public Accounting firm, we are committed to maintaining the highest standards of confidentiality and data protection.

AZ Easy CPA does not sell, share, or transfer consumer personal information to external organizations for marketing, advertising, or data-resale purposes. Client information is used only to provide requested accounting and consulting services and is disclosed only when necessary to deliver those services or when required by law.

Who we are

Our website address is: https://azeasycpa.com

AZ Easy CPA is a professional accounting firm based in Chandler, Arizona, providing accounting services, QuickBooks training, consultation, and monthly accounting services to businesses and individuals.

Information We Collect

Client Information

As a CPA firm, we collect various types of information necessary to provide professional accounting services, including:

• Personal identification information (name, address, phone number, email address, Social Security Number, Tax ID/EIN)
• Financial information (bank account details, income statements, expense records, financial statements)
• Business information (business structure, operations, transactions, payroll data)
• Tax-related information (previous tax returns, supporting documentation, IRS correspondence)
• QuickBooks data and related financial records
• Information shared through our consultation services

Website Visitor Information

When you visit our website, we may automatically collect certain information about your device and browsing activity.

SMS/Text Message Disclaimer

For detailed information about our text messaging practices, opt-out procedures, and your rights, please review our SMS Policy at: https://azeasycpa.com/sms-policy/

Comments

When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection.

An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to see if you are using it. The Gravatar service privacy policy is available here: https://automattic.com/privacy/. After approval of your comment, your profile picture is visible to the public in the context of your comment.

Media

If you upload images to the website, you should avoid uploading images with embedded location data (EXIF GPS) included. Visitors to the website can download and extract any location data from images on the website.

For Clients: When you provide documents, receipts, or financial records through our secure file-sharing systems, these files are encrypted and stored securely. We recommend removing any unnecessary metadata from files before uploading.

Cookies

If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.

If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser. We use basic cookies necessary for website functionality and user convenience. These cookies do not sell, share, or transfer personal information to external organizations for marketing or data-resale purposes.

When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.

If you edit or publish an article, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the article you just edited. It expires after 1 day.

Embedded Content From Other Websites

Pages on this website may include embedded content such as videos or images. Embedded content behaves the same as if the visitor accessed the third-party website directly. AZ Easy CPA does not provide personal information to these external sites. Any data collection that may occur is governed by the privacy policies of the third-party provider.

QuickBooks Online and Third-Party Integrations

Important Information About QuickBooks Integration:

As part of our accounting services, we use Intuit QuickBooks Online and may integrate with various third-party applications and SaaS platforms to provide comprehensive accounting solutions.

QuickBooks Data Access

When we provide QuickBooks training, setup, or monthly accounting services, we may:

• Access your QuickBooks Online account with your explicit permission
• View, create, modify, and manage financial transactions and records within your QuickBooks account
• Export reports and data from QuickBooks for analysis and tax preparation
• Configure integrations between QuickBooks and other business applications

Third-Party SaaS Integrations

We may recommend and help configure integrations between QuickBooks and other software platforms to streamline your accounting processes. These may include:

• Payment processors (PayPal, Stripe, Square, etc.)
• Banking and financial institutions
• Payroll services
• E-commerce platforms (Shopify, WooCommerce, Amazon, etc.)
• Time-tracking and project management tools
• Expense management applications
• Point-of-sale systems
• CRM and business management software

Authorized Software and Service Providers

When you authorize integrations between QuickBooks and third-party applications:

As part of providing accounting and consulting services, AZ Easy CPA may use trusted software platforms such as Intuit QuickBooks Online and other business tools selected or approved by the client. These systems are used solely to perform requested services, maintain financial records, and improve operational efficiency.

Client information is not sold, shared, or transferred to these providers for marketing or data-resale purposes. Access is limited to what is necessary to perform the requested services, and clients may revoke software access at any time through their account settings.

Intuit’s Privacy Practices

QuickBooks Online is provided by Intuit Inc. When you use QuickBooks, your data is also subject to Intuit’s Privacy Statement, available at: https://www.intuit.com/privacy/statement/

Intuit maintains robust security measures and compliance certifications. However, we encourage you to review their privacy practices independently.

End-User License Agreement

For clients using our QuickBooks integration services, please also review our End-User License Agreement (EULA) at: https://azeasycpa.com/end-user-license-agreement/

How Long We Retain Your Data

Website Comments and User Data

If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.

For users that register on our website (if any), we also store the personal information they provide in their user profile. All users can see, edit, or delete their personal information at any time (except they cannot change their username). Website administrators can also see and edit that information.

Client Records and Documents

As a CPA firm, we are required to maintain client records for specific periods in compliance with professional standards and legal requirements:

• Tax Returns and Supporting Documents: Retained for a minimum of 7 years from the filing date, as required by IRS guidelines and professional standards
• Accounting Records: Retained for a minimum of 7 years from the date of service
• Engagement Letters and Correspondence: Retained for the duration of the professional relationship plus 7 years
• QuickBooks Files and Backups: Retained according to client agreements and professional requirements
• Working Papers: Retained in accordance with professional standards (typically 7-10 years)

After the retention period expires, we securely destroy or delete records in accordance with our document retention policy and applicable laws.

What Rights You Have Over Your Data

If you have an account on this site, or have left comments, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.

Client Rights

As a client of our accounting services, you have the following rights:

• Access: You can request access to your financial records and data at any time
• Correction: You can request corrections to any inaccurate information
• Data Portability: You can request copies of your records in a commonly used format
• Restriction: You can request that we limit how we use your information
• Objection: You can object to certain uses of your information

Please note that certain retention periods are required by law and professional standards, and we cannot delete records during these periods.

Where Your Data Is Sent

Visitor comments may be checked through an automated spam detection service.

Data Storage and Processing

Your data may be stored and processed:

Client and visitor information is stored on secure systems used by AZ Easy CPA to provide requested services. This may include encrypted local devices, secure cloud-based platforms, and accounting software such as QuickBooks Online. These systems function as secure data storage and processing tools only and do not use or access client information for marketing, advertising, or data-resale purposes. Access is restricted to authorized personnel and necessary service providers solely for the purpose of delivering requested accounting and consulting services.

Data Security, Sharing & Transfers

Your data will not be transferred to external organizations under any circumstances. We maintain strict internal controls and technical safeguards to prevent any unauthorized sharing of your information.

• We do not sell, share, or disclose your personal data to any third parties.
• All access to your data is restricted to authorized personnel within our organization only.
• We regularly review and update our security measures to ensure your information remains protected.

Opt-Out Instructions
To opt out of receiving communications from us, please follow these steps:

• Send an email to chris@azeasycpa.com with the subject line “Opt-Out”.
• Include your full name and the email address you wish to remove from our communications list.
• Your request will be processed within 5 business days.

SMS Communications
If you wish to opt out of receiving SMS messages from us, please follow these steps:

• Reply “STOP” to any SMS message you receive from us.
• Contact our support team at chris@azeasycpa.com with your request to opt out of SMS communications.

Your request will be processed promptly, and you will no longer receive SMS messages from us.

Security Notice: While we implement industry-standard security measures, no method of transmission over the Internet or electronic storage is 100% secure. We cannot guarantee absolute security but are committed to protecting your information using reasonable and appropriate safeguards.

Professional Confidentiality

AZ Easy CPA maintains strict confidentiality of all client information in accordance with Certified Public Accountant ethical standards and applicable privacy laws. Client information is never sold, shared, or transferred to external organizations for marketing, advertising, or data-resale purposes. Information is only disclosed when required to comply with legal obligations, regulatory requirements, or with the client’s explicit authorization for the purpose of providing requested services.

Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child without parental consent, we will take steps to delete that information.

California Privacy Rights

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including:

• The right to know what personal information we collect about you
• The right to know whether we sell or disclose your personal information
• The right to say no to the sale of your personal information
• The right to access your personal information
• The right to request deletion of your personal information
• The right to equal service and price, even if you exercise your privacy rights

Note: We do not sell personal information to third parties.

Data Sharing and Protection

Consumer data is never transferred, sold, or shared with external organizations under any circumstances. We maintain strict technical and administrative safeguards to prevent unauthorized access, disclosure, or sharing of user information.

Opt-Out Instructions

You may opt out of data collection, processing, and communications at any time. To opt out of SMS communications, reply “STOP” to any message you receive from us or send us an email at chris@azeasycpa.com with the subject line “Privacy Opt-Out.” Your request will be processed promptly. You may also use this same contact method to request access, corrections, or restrictions related to your data.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of any material changes by:

• Posting the updated policy on our website with a new “Last Updated” date
• Sending an email notification to active clients
• Providing notice through our website or services

We encourage you to review this Privacy Policy periodically.